+105.9%
C vs ONTO
+84.2%
+21.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.1% | -10.6% | -1.7% |
| 7D | -2.4% | -14.0% | +11.6% | +0.1% |
| 30D | -6.0% | -43.1% | +37.1% | +4.4% |
| 3M | -10.5% | -35.5% | +25.0% | -4.3% |
| 6M | -5.7% | -41.1% | +35.4% | +0.5% |
| YTD | +4.1% | +9.8% | -5.6% | -4.5% |
| 1Y | +20.5% | +31.5% | -11.0% | +5.9% |
| 3Y | +208.1% | +45.2% | +163.0% | +140.6% |
| All | +105.9% | +84.2% | +21.7% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling